Welton Investment Partners collaborates with the fintech platform iCapital
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Opalesque Industry Update – Welton Investment Partners, the alternative investment manager focused on seeking consistent returns across market environments, has entered into a strategic partnership with iCapital, a global fintech platform that drives access and efficiency in alternative investments for the asset and wealth management industry. The new partnership gives the wealth management community access to Welton’s systematic investment capabilities, including its multi-strategy macro program.
Last year, Welton announced the launch of its newly formed wealth management group, led by alternative investment strategy veteran William Marr. iCapital’s platform will enable streamlined access to Welton’s quality institutional investment solutions to the wealth management community, including brokerages, RIAs, private banks and family offices. The platform’s customized end-to-end technology solution digitizes the subscription, administration, operations and reporting processes for investing in alternatives, creating more opportunities for wealth managers and their clients to efficiently access these investments.
“We are pleased to partner with iCapital to offer the wealth management community access to Welton’s sophisticated alternative investment strategies. Private investors are looking for innovative ways to expand their portfolios beyond the traditional 60/40 mix of stocks and bonds,” said William Marr. Senior Managing Director, Welton Investment Partners. “Historically, these strategies were only available to institutional investors, such as pension funds and insurance companies. Through our partnership with iCapital, we are helping to democratize the investment game so that retail investors can access multi-asset, multi-strategy programs.”
“The current macroeconomic environment presents significant investment challenges. In the past year alone, we have seen the end of the 40-year bond market, rising interest rates, the return of inflation and a new global economic restructuring – all of which underline the need for more diversified and not -correlated investment strategies,” said Dr. Patrick Welton, Founder and Chief Investment Officer, Welton Investment Partners. “Partnering with iCapital will enable private investors across the wealth management community to benefit from its multi-strategy macro programs built to withstand periods of dislocation and volatility.”
“Creating opportunities for advisors and their clients to access institutional-quality investments has always been our core mission at iCapital,” said Lawrence Calcano, Chairman and CEO of iCapital. “We are pleased to partner with Welton to provide access to these strategies to the wealth management community.”
About Welton Investment Partners
Welton Investment Partners is an established alternative asset manager that seeks to generate consistent investor returns by identifying recurring market themes across different market environments. The firm seeks to deliver absolute returns with low correlation to the broader markets. Welton believes the investment advantage comes from an advanced capital allocation process applied to quantitative strategies across equities, fixed income, commodities and currencies. Welton manages assets for institutional and private investors, with offices in NY and CA. The firm recently launched a subsidiary, Welton France, an investment research center based in Paris, France.
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